Invesco Dorsey Wright Tech
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 11 superinvestors own shares of Invesco Dorsey Wright Tech (PTF), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Dorsey Wright Tech (PTF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Dorsey Wright Tech (PTF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Dorsey Wright Tech (PTF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Doug Baxley@Merit Financial Group, Llc
| 0.22% | $12.173M 167,759 shares@ 72.56 avg price | Decreased -3% |
Michael Orzel@Signalpoint Asset Management, Llc
| 0.59% | $2.386M 32,882 shares@ 72.57 avg price | Decreased -0.72% |
Stacy Fleming@Outlook Wealth Advisors, Llc
| 0.44% | $1.512M 20,837 shares@ 72.57 avg price | Decreased -5.54% |
James Krause@Wealthcare Advisory Partners Llc
| 0.02% | $702,788 9,686 shares@ 72.56 avg price | Decreased -0.44% |
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.03% | $531,865 7,330 shares@ 72.57 avg price | Decreased -7.15% |
Jason MacGregor@Minichmacgregor Wealth Management, Llc
| 0.09% | $404,522 5,575 shares@ 72.56 avg price | Decreased -1.76% |
Arthur Cooper@Cooper Financial Group
| 0.04% | $319,609 4,405 shares@ 72.56 avg price | Decreased -22.51% |